Investment Quorum9 Helmi 2016

Why We Are Benchmarked

At Investment Quorum we have always taken it seriously that we must be benchmarked by others. It is all right for us to say we think we know what we are doing but we think it is right that others come in and look at our processes look at what we do and look at what we do for clients and give us an opinion on that. Some of that is done very formally, for instance we were the first UK wealth manager to achieve the highest 3 star or ‘Exceptional’ Investor in Customer status and that is all around what our customers think about us and what our clients say. We also have won several awards within our industry, I have been assessed as one of the UK’s top wealth mangers, Investment Quorum is recognised as one of top 25 wealth management companies in the UK. We have picked up awards for financial planning, we have picked up awards for investment management, for client care and for client communications. That is not to show off. What it is to say is that we invite people and organisations in to benchmark our processes to see that we are appropriately delivering what our clients need from us.

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Jaksot(18)

What Is Wealth Management

Wealth management is the combination of financial planning, investment management, investment consultancy and risk tolerances appropriate to a client. The scope of financial planning and wealth manage...

9 Helmi 20161min

Understanding Risk

Understanding risk is really important. I think it is important both from the wealth manager’s point of view but particularly from the client point of view. The minute you take money from a deposit ac...

9 Helmi 20161min

The Process Of Becoming A Client

Should someone wish to decide investigate becoming a client of Investment Quorum, it is a pretty detailed process. The first meeting, typically is about an hour or an hour and a half. Typically it is ...

9 Helmi 20161min

The Importance Of Pension Planning

Pensions are a big issue in financial planning and wealth management. Particularly at the moment as there are so many changes going on. We are right in the middle of the transition from the paternalis...

9 Helmi 20161min

Our Typical Client

It’s hard to describe a typical client of Investment Quorum but I think they have one thing in common they have chosen to get very involved in their own financial affairs but they are looking for help...

9 Helmi 20161min

Our Financial Planning Process

We take a six step process to financial planning. In fact we follow the ISO 22222 standard which is the international planning standard. There are a couple of them but that is arguably the main one. S...

9 Helmi 20161min

Our Approach To Investment Management

Our approach to investment management is based upon a multi-asset approach. So what do I mean by that? What I mean is that it takes cash, bonds, equities, real estate and some alternative investments ...

9 Helmi 20161min